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You & Your Money episodes
- Tax Implications of Receiving an Inheritance
If you received an inheritance this year, you won't want to miss this episode. Laurence Hale, AAMS®, CRPS® shares tips and insights on how to pay less taxes on the inheritance, so you can make the most of the financial gift you've been given.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com21 min - How to Gift Others With a Rich Life
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com7 min - Financial Year in Review
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com23 min - Gifting vs Inheritance
When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone. Both strategies have potential benefits and drawbacks for you and your beneficiaries. Understanding the key differences between gifting and inheritance can help you determine which approach may be better for you and your loved ones.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com6 min - Market Update | December 2024
Stay informed with market insights, economic analyses, and strategic wealth management opportunities that can help empower your financial future. Learn more in the latest market update with Holly Wanegar, CFP®.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com3 min - How to Give More to The Charities You Want to Support
There are several key strategies you can use to give more to the causes you care about while also paying less in taxes. WHZ Associate Vice President Holly Wanegar, CFP® shares how.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com7 min - Market Update | November 2024
The economy is growing but what about the stock market and your retirement investments? Find out in the latest Market Update with Laurence Hale, AAMS® CRPS®.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com3 min - Trump Presidency 2.0: What It Could Mean for the Financial Markets
As the nation heads into a second term under President Trump, there's a lot to consider when it comes to his policies and the effects on your finances.
WHZ Principal/Managing Partner & Chief Strategist Jim Zahansky, AWMA® breaks down some of the key things to watch in the financial markets and for your wallet.- Subscribe to the You and Your Money podcast
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com21 min - Dealing With the Financial Impacts of A Serious Diagnosis
If you or a loved one is diagnosed with a serious illness, money is the last thing you want to worry about. Here's what to know to avoid that.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com7 min - New Option to Help Pay Off Student Debt Faster
In 2025 a provision of the SECURE 2.0 Act will go into effect that will allow employers to help employees pay down student loan debt while also saving for retirement. Get the details in this episode featuring Michael Baum, CFP® RICP®.
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- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com7 min
About You & Your Money
From the publisher's feed
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial…
planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
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